TCI Wealth Advisors’s Alkermes ALKS Stock Holding History

TCI Wealth Advisors’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-908	Closed	-$25.6K	–	279
2023 Q1	$25.6K	Buy	908 +466	+105%	+$12.7K	﹤0.01%	618
2022 Q4	$11.5K	Sell	442 -427	-49%	-$10.2K	﹤0.01%	971
2022 Q3	$19K	Buy	869 +370	+74%	+$9.63K	﹤0.01%	666
2022 Q2	$15K	Hold	499	–	–	﹤0.01%	755
2022 Q1	$13K	Buy	499 +328	+192%	+$8.12K	﹤0.01%	911
2021 Q4	$4K	Sell	171 -2,370	-93%	-$62.3K	﹤0.01%	1772
2021 Q3	$78K	Buy	2,541 +2,136	+527%	+$60.3K	0.01%	332
2021 Q2	$10K	Buy	405 +234	+137%	+$5.21K	﹤0.01%	941
2021 Q1	$3K	Hold	171	–	–	﹤0.01%	1475
2020 Q4	$3K	Buy	+171	New	+$3.13K	﹤0.01%	1056
2020 Q2	–	Sell	-2,500	Closed	-$36K	–	1447
2020 Q1	$36K	Buy	2,500 +500	+25%	+$8.93K	0.02%	353
2019 Q4	$41K	Buy	+2,000	New	+$39.8K	0.02%	418

Other funds holding ALKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's ALKS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Alkermes (ALKS) in Q2 2023, closing a stake of 908 shares — an estimated $25.6K sold.

TCI Wealth Advisors first reported a position in ALKS in Q4 2019 and held it in 12 quarters. The position peaked at $78K in Q3 2021. 292 funds tracked by Wall St. Rank hold ALKS as of Q2 2023.

TCI Wealth Advisors reported no remaining Alkermes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 908 Alkermes shares in Q2 2023, an estimated $25.6K.
TCI Wealth Advisors first reported a position in Alkermes in Q4 2019 and held it in 12 quarters.
TCI Wealth Advisors's Alkermes position peaked at $78K in Q3 2021.
292 funds tracked by Wall St. Rank held Alkermes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.